Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-07-26 |
| TX | RA | APPROVED | 2023-07-25 |
Branch Locations
1747 Pennsylvania Ave Nw Ste 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 08/2020 | 04/2021 |
| M&T Securities | Baltimore | MD | 12/2015 | 08/2020 |
| Bank Of America, N.A. | Hunt Valley | MD | 11/2020 | 04/2021 |
| Fidelity Investments | Washington | DC | 04/2021 | 06/2023 |
| Morgan Stanley | Washington | DC | 07/2023 | Present |
OBA-63931|OrgNmn:WUC Cooperative Board Member|Org Addr:washington,District o,US|OBA Nature:Manages housing cooperative|Invst Rel:N|Title:Director|Duties:Making sure Cooperative is well run by monitoring contracts, bills, vendors and employees.|StrtDt:01-01-22|TotHrs/mon:15|TrdHrs/mon:0| *634502 - Big Chair Chess Club; Investment related: No; District Heights, Maryland; Civic/Religious/Community; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent); 4/2025; During business hours: 0; After business hours: 10; Business Development/Growth *601663 - Movinghelp.com; Investment related: No; Washington, District of Columbia; Moving business; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 0; After business hours: 40; Help organize the jobs *686852- U-Haul; Investment related: No; Washington DC, District of Columbia; Other; Employee (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 59; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-03 |
Reach out to this advisor